JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSippican Capital Advisors
Latest Disclosed Ownership6,245 shares
Latest Disclosed Value $ 1,837,029
Sippican Capital Advisors reports 3.78% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Sippican Capital Advisors filed a 13F-HR form disclosing ownership of 6,245 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,837,029 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 6,490 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-23 2026-03-31 13F JPMorgan Chase COM 46625H100 6,245 -245 -3.78 1,837 -12.15 1.2571
2026-01-23 2025-12-31 13F JPMorgan Chase COM 46625H100 6,490 -392 -5.70 2,091 -3.64 1.3437
2025-10-27 2025-09-30 13F JPMorgan Chase COM 46625H100 6,882 -75 -1.08 2,171 7.64 1.4351
2025-07-25 2025-06-30 13F JPMorgan Chase COM 46625H100 6,957 -13 -0.19 2,017 17.96 1.4651
2025-04-28 2025-03-31 13F JPMorgan Chase COM 46625H100 6,970 -14 -0.20 1,710 2.09 1.2887
2025-01-23 2024-12-31 13F JPMorgan Chase COM 46625H100 6,984 0 0.00 1,674 13.72 1.2198
2024-10-28 2024-09-30 13F JPMorgan Chase COM 46625H100 6,984 -4 -0.06 1,473 4.18 1.0274
2024-08-06 2024-06-30 13F JPMorgan Chase COM 46625H100 6,988 -30 -0.43 1,413 0.57 1.1186
2024-05-02 2024-03-31 13F JPMorgan Chase COM 46625H100 7,018 -4,825 -40.74 1,406 -30.24 1.0933
2024-01-30 2023-12-31 13F JPMorgan Chase COM 46625H100 11,843 4,825 68.75 2,014 98.03 1.5802
2023-10-24 2023-09-30 13F JPMorgan Chase COM 46625H100 7,018 210 3.08 1,018 2.73 0.9190
2023-08-15 2023-06-30 13F JPMorgan Chase COM 46625H100 6,808 -106 -1.53 990 10.00 0.9131
2023-07-14 2023-03-31 13F JPMorgan Chase cs 46625H100 6,914 -100 -1.43 901 -4.36 0.8613
2023-01-26 2022-12-31 13F JPMorgan Chase cs 46625H100 7,014 -100 -1.41 941 26.65 0.9002
2022-10-17 2022-09-30 13F JPMorgan Chase cs 46625H100 7,114 0 0.00 743 -7.24 0.7750
2022-07-19 2022-06-30 13F JPMorgan Chase cs 46625H100 7,114 0 0.00 801 -17.42 0.7949
2022-04-20 2022-03-31 13F JPMorgan Chase cs 46625H100 7,114 -101 -1.40 970 -15.06 0.8052
2022-01-19 2021-12-31 13F JPMorgan Chase cs 46625H100 7,215 0 0.00 1,142 -3.30 0.9703
2021-10-20 2021-09-30 13F JPMorgan Chase cs 46625H100 7,215 -95 -1.30 1,181 3.87 1.0232
2021-07-22 2021-06-30 13F JPMorgan Chase cs 46625H100 7,310 -75 -1.02 1,137 1.16 0.9891
2021-04-15 2021-03-31 13F JPMorgan Chase CS 46625H100 7,385 -265 -3.46 1,124 15.64 1.0384
2021-01-21 2020-12-31 13F JPMorgan Chase cs 46625H100 7,650 -5,940 -43.71 972 -25.69 1.0544
2020-10-23 2020-09-30 13F JPMorgan Chase cs 46625H100 13,590 3,275 31.75 1,308 34.85 1.6262
2020-07-15 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,315 -820 -7.36 970 -3.19 1.3074
2020-04-16 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,135 -100 -0.89 1,002 -36.02 1.6320
2020-01-21 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,235 625 5.89 1,566 25.38 1.7422
2019-10-17 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,610 -175 -1.62 1,249 3.57 1.5104
2019-07-17 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,785 -225 -2.04 1,206 8.16 1.4213
2019-04-17 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,010 225 2.09 1,115 5.89 1.3252
2019-01-16 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,785 2,500 30.18 1,053 13.10 1.4226
2018-11-13 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,285 -5,995 -41.98 931 -37.43 1.0770
2018-07-17 2018-06-30 13F JPMorgan Chase cs 46625H100 14,280 230 1.64 1,488 -3.69 1.4874
2018-04-24 2018-03-31 13F JPMorgan Chase cs 46625H100 14,050 -100 -0.71 1,545 2.12 1.6027
2018-01-17 2017-12-31 13F JPMorgan Chase cs 46625H100 14,150 -135 -0.95 1,513 10.92 1.4761
2017-10-30 2017-09-30 13F JPMorgan Chase cs 46625H100 14,285 -65 -0.45 1,364 3.96 1.3971
2017-07-18 2017-06-30 13F JPMorgan Chase cs 46625H100 14,350 0 0.00 1,312 4.04 1.4244
2017-04-24 2017-03-31 13F JPMorgan Chase cs 46625H100 14,350 -700 -4.65 1,261 -2.93 1.3388
2017-02-09 2016-12-31 13F JPMorgan Chase cs 46625H100 15,050 -125 -0.82 1,299 28.49 1.3605
2016-10-19 2016-09-30 13F JPMorgan Chase cs 46625H100 15,175 -50 -0.33 1,011 6.87 1.1537
2016-07-26 2016-06-30 13F JPMorgan Chase cs 46625H100 15,225 -125 -0.81 946 4.07 1.1258
2016-05-09 2016-03-31 13F JPMorgan Chase cs 46625H100 15,350 -925 -5.68 909 -15.44 1.1572
2016-02-09 2015-12-31 13F JPMorgan Chase cs 46625H100 16,275 -150 -0.91 1,075 7.39 1.3572
2015-11-04 2015-09-30 13F JPMorgan Chase cs 46625H100 16,425 0 0.00 1,001 -10.06 1.2710
2015-08-11 2015-06-30 13F JPMorgan Chase cs 46625H100 16,425 0 0.00 1,113 11.86 1.1221
2015-05-14 2015-03-31 13F JPMorgan Chase cs 46625H100 16,425 0 0.00 995 -3.21 1.0133
2015-02-17 2014-12-31 13F JPMorgan Chase cs 46625H100 16,425 -600 -3.52 1,028 0.19 1.0263
2014-11-14 2014-09-30 13F JPMorgan Chase COM 46625H100 17,025 17,025 1,026 1.0430
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.